13FBOX
North of South Capital LLP · 13F Holdings
Options Calculator Rankings

North of South Capital LLP

No.2268
Latest AUM (Q2 2026)
$1.36B
QoQ Change Q1 2026
+$245.5M+22.1%
Holdings
28
New Buys
3
Adds
11
Reduces
10
Exits
4
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ICICI BANK LIMITEDIBN
18.57%19.64%$252.3M8.7M$218.6M8.4M+250,476+2.97%Add
YPF SOCIEDAD ANONIMA SPON ADR CL DYPF
13.47%14.63%$183.0M4.0M$162.9M3.5M+499,310+14.17%Add
JD COM INCJD
12.49%11.72%$169.7M6.7M$130.5M4.4M+2.3M+51.00%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
11.63%12.37%$158.1M330,957$137.7M407,377-76,420-18.76%Reduce
FULL TRUCK ALLIANCE CO LTDYMM
7.73%8.29%$105.0M12.9M$92.3M11.1M+1.8M+16.35%Add
BBAIDU INCBIDU
7.73%7.4%$105.0M918,941$82.4M739,299+179,642+24.30%Add
KKASPI KZ JSCKSPI
6.3%3.79%$85.5M987,390$42.2M569,681+417,709+73.32%Add
AAUTOHOME INCATHM
4.8%5.77%$65.2M3.4M$64.3M3.7M-272,443-7.36%Reduce
YYUM CHINA HLDGS INCYUMC
4.62%$62.8M1.5M$00+1.5MNew Buy
LAUREATE ED INCLAUR
3.13%4.78%$42.6M1.2M$53.2M1.5M-355,184-23.26%Reduce
HHDFC BANK LTDHDB
3.03%$41.2M1.6M$00+1.6MNew Buy
PAN AMERN SILVER CORPPAAS
1.97%5.65%$26.8M598,713$62.9M1.2M-552,397-47.99%Reduce
TTRANSPORTADORA DE GAS SURTGS
1.89%1.99%$25.7M863,044$22.2M640,999+222,045+34.64%Add
IISHARES MSCI INDIA ETFINDA
0.8%0.93%$10.9M220,987$10.4M220,98700.00%Unchanged
KT CORP SPONSORED ADRKT
0.3%0.18%$4.0M232,718$2.0M95,202+137,516+144.45%Add
VISTA ENERGY S.A.B. DE C.V.VIST
0.19%0.28%$2.6M41,443$3.1M41,519-76-0.18%Reduce
JOYY INCJOYY
0.19%$2.6M39,681$00+39,681New Buy
ALIBABA GROUP HLDG LTDBABA
0.18%0.41%$2.4M24,816$4.5M36,054-11,238-31.17%Reduce
HHARMONY GOLD MNG LTDHMY
0.16%0.19%$2.1M140,946$2.1M134,490+6,456+4.80%Add
PPETROLEO BRASILEIRO S APBR
0.16%0.42%$2.1M131,715$4.7M227,683-95,968-42.15%Reduce
AAXIA ENERGIA SA SPONSORED ADRAXIAY
0.14%0.15%$1.9M177,337$1.7M150,411+26,926+17.90%Add
CREDICORP LTDBAP
0.13%0.21%$1.7M4,453$2.4M7,014-2,561-36.51%Reduce
UUNITED MICROELECTRONICS CORPUMC
0.1%0.33%$1.4M50,700$3.6M405,075-354,375-87.48%Reduce
LLOMA NEGRA C I A S A MTN 14LOMA
0.09%0.16%$1.2M108,237$1.8M163,566-55,329-33.83%Reduce
TELEKOMUNIKASI INDTLK
0.07%0.12%$943,57870,259$1.3M68,845+1,414+2.05%Add
MCEWEN INC.MUX
0.07%0.09%$906,50050,000$1.0M50,00000.00%Unchanged
BBANCO BBVA ARGENTINA S ABBAR
0.04%0.04%$588,30030,000$481,80030,00000.00%Unchanged
GGRUPO TELEVISA S A B SPON ADR REP ORDTV
0.02%0.03%$271,000100,000$291,000100,00000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow